KELLY WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- ROYAL OAK, Michigan
- CRD number
- 328386
- Registered since
- November 15, 2023
- Website
- www.kellycapitalpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kelly Wealth Management, Inc. is an independent, privately owned registered investment adviser that bills itself as a capital allocator for individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. FINTRX flags the firm as not an active ESG investor and indicates it is not positioned as a multi-state adviser, pension consultant, or related adviser. The firm’s SEC registration year is 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
Contacts
2 of 2Sean Kelly
CCOCRD 7623299
Mary Kelly
Managing PartnerCRD 7231821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROYAL OAK, MI
OAKLAND
Location
ROYAL OAK, MI
Headquartered in ROYAL OAK, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 26676 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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